Saturday Intelligence Briefing — 11.29.25

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“Love to eat turkey, ‘Cause it’s good”

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The Quill Intelligence Team

Both Bulls and Bears Gave Thanks on Thanksgiving Eve

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Everyone’s Gone to the Moon, Up a Lazy River

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Consumer Discretionary Bearishness Deepening

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Deep Dish by Committee

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Treasury Yields Succumbing to Disinflation

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How Are the Dances, Frances?

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Fed Policymakers Are Ignoring Recessionary Survey Data Across the Income Spectrum

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Saturday Intelligence Briefing — 11.22.25

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